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Strategies & Market Trends : Buffettology
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To: James Clarke who wrote (2530)6/16/2000 10:52:00 AM
From: jhg_in_kc  Read Replies (1) of 4691
 
FYI, RMBS intellectual property much bigger than I thought. RMBS prospective revenues just doubled! Read and see what you missed. Yesterday RMBS was a value stock <g>
<< To: Estephen who wrote (44558)
From: Ian Anderson Friday, June 16, 2000 10:32 AM ET
Reply # of 44588

I would say that it is hard to overestimate the importance of the this Toshiba news. Japanese companies do not throw money away on licencing IP.
Toshiba have concluded that it is better value to settle than to fight, on SDRAM and DDR. They have therefore accepted that RMBS has rights over registers internal to RAM chips controlling interface timing, which is the only independent claim from the patent which the ITC is still considering relating to SDRAM.

If this is sustained then we can expect settlements from other manufacturers including significant retrospective amounts on SDRAM already manufactured over the last 5 years, as well as a 1% tax on *all* SDRAM and DDR for 5 or more years forward from here.

Its HUGE!>>

PS Pwer up another 5 per cent.
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